CB
Chris Bulman
Bulman Wealth Group
San Francisco, CA
FINRA VerifiedFiduciary
CB
Bulman Wealth Group
San Francisco, CAEst. 2001
Firm Details
Experience
25 yrs
AUM
$201M
Minimum
$1M
Fee Type
Fee-Only
Specialties
Wealth ManagementTax PlanningEstate Planning
Certifications & Licenses
FiduciaryCFPCPAJDSeries 65
Regulatory Information
FINRA Verified
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%
Account minimum: $500K
Comprehensive Financial Plan
$4Kone-time
Hourly Consultation
$300 - $365per hour
Work History
Bulman Wealth GroupCurrent
Managing Director / Financial Advisor
Nov 2013 - Present12 years
Merrill Lynch
Senior Financial Advisor
Sep 2008 - Sep 20134 years
Fidelity Investments
Financial Advisor
Oct 2004 - Feb 20083 years
Edward Jones
Financial Advisor
Oct 2000 - Jan 20043 years
UBS Financial Services
Financial Advisor
Jun 1992 - Feb 20007 years
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
Office Locations
Bulman Wealth Group
PrimarySan Francisco, CA
Key Team Members
CB
Chris Bulman
Financial Advisor
Reviews
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Key Team Members
CB
Chris Bulman
Financial Advisor
Office Locations
Bulman Wealth Group
PrimarySan Francisco, CA
Reviews
Leave a ReviewNo reviews yet
Be the first to review